-
Lockheed Martin (LMT) gained 39% year-to-date as of March 2, 2026 amid U.S. military action in Iran.
-
Lockheed posted a record $194B backlog in Q4 2025 with 525% free cash flow growth.
-
Lockheed is investing $3.5B in capacity expansion to ramp production.
-
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.
A giant in the aerospace world, shares of Lockheed Martin (NYSE:LMT) are up 1% over the past week and 38% year-to-date as of March 2, 2026, a great way to start the month amid market concerns tied to U.S. military action in Iran. Reddit sentiment has climbed from a quarterly average of 61.33 to 66.9 this week, a meaningful shift driven by two separate forces: geopolitical headlines and genuine operational results that are finally starting to look like a real inflection.
Lockheed Martin (LMT) shows strong year-to-date performance and bullish social sentiment, fueled by geopolitical tensions, strong Q4 results, and increased production investments as of March 2, 2026.
READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
The question worth asking is whether Lockheed’s stock is riding a geopolitical wave or whether the underlying business has actually earned this move. The answer, based on Q4 2025 results and the company’s production trajectory, leans toward the latter.
The dominant post driving recent Reddit activity is blunt. On r/stocks, a user wrote:
Lockheed Martin up 15%!!! In extended hours. Insanity?
by u/[r/stocks poster] in r/stocks
The post body captured the raw reaction from retail investors: “Lockheed Martin up 15%!!! In extended hours. Insanity?” The post drew 603 upvotes and 101 comments, with sentiment evolving from skeptical to bullish within hours. That arc matters: retail investors initially questioned the move, then accepted it.
US Strike on Iran Imminent CVU LMT NOC KTOS
by u/[poster] in stocks
A separate post from February 27 captured the geopolitical dimension driving the behavioral pattern, with the poster writing directly in the post body:
“Us strike on iran imminent $cvu $lmt $noc $ktos”
The post received 50 upvotes and 40 comments, reflecting the speculative energy around defense names in the days before the broader rally.
Wall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buy back in 2010 — before its 28,000% run — has just pinpointed 10 new AI companies he believes could deliver outsized returns from here. One dominates a $100 billion equipment market. Another is solving the single biggest bottleneck holding back AI data centers. A third is a pure-play on an optical networking market set to quadruple. Most investors haven’t heard of half these names. Get the free list of all 10 stocks here.